Eric Gibbs

CRD 2767474 · Strategic Advisers LLC · West Suffield, CT

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 24SIESeries 31Series 7Series 6
Registered states (23): Alabama · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Maine · Massachusetts · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Wisconsin
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2767474 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (18)

From the source registration record · current first

Strategic Advisers LLCCurrent
West Suffield, CT · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
West Suffield, CT · BD capacity

Mar 2, 2018 → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Mar 8, 2018 → Jul 13, 2018
Voya Financial Advisors, Inc.
IA capacity

Feb 10, 2015 → Feb 9, 2018
Voya Financial Advisors, Inc.
BD capacity

Dec 15, 2011 → Feb 9, 2018
Ing Financial Advisers, LLC
BD capacity

Apr 17, 2009 → Dec 15, 2011
Ing Financial Advisers, LLC
IA capacity

Apr 17, 2009 → Jul 12, 2011
Prudential Investment Management Services LLC
BD capacity

Apr 30, 2008 → Apr 9, 2009
Global Portfolio Strategies, Inc.
IA capacity

Apr 30, 2008 → Apr 9, 2009
Quest Capital Strategies, Inc.
BD capacity

Feb 19, 2004 → Apr 22, 2008
Infinex Investments, Inc.
IA capacity

Jan 29, 2003 → Sep 9, 2003
Infinex Investments, Inc.
BD capacity

Dec 19, 2002 → Sep 9, 2003
Mml Distributors, LLC
BD capacity

Jun 11, 2001 → Dec 16, 2002
American Skandia Marketing, Inc.
BD capacity

Mar 30, 1999 → Apr 3, 2001
First Union Brokerage Services, Inc.
BD capacity

Jun 24, 1998 → Apr 28, 1999
Dean Witter Reynolds Inc.
BD capacity

Feb 26, 1997 → Apr 15, 1998
New England Securities
BD capacity

Jul 10, 1996 → Sep 19, 1996

Source & corrections

Where this page comes from

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